Unclaimed
Susan Jean Kirk is a financial professional with over 35 years of experience in the industry. She has a strong background in financial services, having worked at both Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, LLC. Susan holds the Series 6 and SIE licenses and is registered in seven states. Susan is currently an investment advisor representative with Northwestern Mutual Investment Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
CA
11/05/1986 - Present
Northwestern Mutual Investment Services, LLC (SAN FRANCISCO CA)
WI
03/23/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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